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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Mejia is a financial advisor with Advisors Capital Management, LLC. Felipe has been in the financial industry since 2014, and has experience working with a wide range of clients, including individuals, families, and businesses. Felipe is a Certified Financial Planner™ professional, and has earned the Series 7 and Series 66 licenses. Felipe is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Before joining Advisors Capital Management, LLC Felipe held positions at VALIC Financial Advisors, INC. and Charles Schwab & Co., INC. Felipe has a wide range of experience in the financial industry, and has a proven track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
05/23/2023 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
FL
08/01/2017 - 11/27/2021
CHARLES SCHWAB & CO., INC. (Coral Gables FL)
FL
03/14/2016 - 07/28/2017
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
11/04/2015 - 03/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 05/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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